BRWM
Blue Rock Wealth Management Portfolio holdings
AUM
$161M
1-Year Est. Return
20.04%
1 Year Est. Return
+20.04%
AUM
$144M
AUM Growth
+$25.7M
(+22%)
Holding
106
Top Buys
| 1 | +$2.75M | |
| 2 | +$2.56M | |
| 3 | +$2.55M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$2.14M |
| 5 |
OAKM
Oakmark U.S. Large Cap ETF
OAKM
|
+$1.48M |
Top Sells
| 1 | +$819K | |
| 2 | +$623K | |
| 3 | +$547K | |
| 4 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
+$429K |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$413K |
Sector Composition
| 1 | Technology | 12.07% |
| 2 | Consumer Discretionary | 3.94% |
| 3 | Financials | 3.16% |
| 4 | Healthcare | 2.85% |
| 5 | Consumer Staples | 1.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Medical Properties Trust
MPW
$2.95B
| $73.3K | 0.05% |
17,000
|
|
||
|
BITF
102
Bitfarms
BITF
$1.45B
| $63K | 0.04% |
75,000
|
|
||
103
Bit Digital
BTBT
$680M
| $21.9K | 0.02% |
+10,000
|
|
||
104
Phillips 66
PSX
$53.1B
| – | – |
-1,674
|
|
||
105
American Century Diversified Municipal Bond ETF
TAXF
$536M
| – | – |
-11,050
|
|
||
106
Invesco S&P MidCap Momentum ETF
XMMO
$4.98B
| – | – |
-2,025
|
|